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State Street SPDR S&P Dividend ETF

1,166 hedge funds and large institutions have $8.77B invested in State Street SPDR S&P Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 348 increasing their positions, 430 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more capital invested

Capital invested by funds: $8.76B → $8.77B (+$11.1M)

13% less funds holding in top 10

Funds holding in top 10: 3833 (-5)

19% less repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 430

Holders
1,166
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.5M
Puts
$3.53M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIR
576
James Investment Research
Ohio
$622K
ALC
577
Alexander Labrunerie & Co
Missouri
$616K
PWAC
578
Private Wealth Advisors (California)
California
$616K
UBV
579
United Bank (Virginia)
Virginia
$615K
MSWMA
580
Market Street Wealth Management Advisors
Indiana
$614K
HGWM
581
Horst & Graben Wealth Management
Oregon
$614K
RMCM
582
Reynders McVeigh Capital Management
Massachusetts
$614K
WPC
583
Wedmont Private Capital
Pennsylvania
$613K
TCOT
584
Trust Company of Toledo
Ohio
$611K
VWM
585
Venturi Wealth Management
Texas
$609K
SPA
586
Sentinel Pension Advisors
Massachusetts
$606K
IAG
587
Investment Advisory Group
Massachusetts
$605K
SA
588
SRH Advisors
Kansas
$605K
VAS
589
Vestmark Advisory Solutions
Massachusetts
$603K
HCM
590
Hengehold Capital Management
Ohio
$602K
LSA
591
Lion Street Advisors
Texas
$602K
Koshinski Asset Management
592
Koshinski Asset Management
Illinois
$600K
RPC
593
Rossmore Private Capital
Connecticut
$598K
AWM
594
AE Wealth Management
Kansas
$598K
HCM
595
Hilton Capital Management
New York
$596K
CAAS
596
Capital Asset Advisory Services
Michigan
$596K
BCM
597
Beaumont Capital Management
Massachusetts
$595K
MCP
598
Martin Capital Partners
Oregon
$590K
MTIC
599
Missouri Trust & Investment Company
Missouri
$584K
WCM
600
WealthBridge Capital Management
Ohio
$579K